Personal Finance Advisor: Build Trusted Client Partnerships
Desjardins
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Benefits offered by this job
Job summary
Desjardins in Authier-Nord, Quebec, is seeking a personal finance advisor to build lasting relationships with members and clients, listening to needs and offering tailored advice to help meet their financial goals.
You will collaborate with partners to design integrated strategies, ensure prudent risk management, and stay current with industry trends, while contributing to outreach and caisse representation in the community.
Qualifications
- Bachelor's degree in a related field.
- Minimum one year of relevant experience.
- Mutual fund representative certificate – AMF.
- Fluency in French required.
- Strong knowledge of current financial, economic, and regulatory events.
- Understanding of Desjardins products and distribution networks.
- Notions of compliance with financial distribution rules.
- Understanding of credit and risk concepts in personal finance.
Responsibilities
- Advise members and clients on the best strategies and expected results.
- Manage relationships, assess satisfaction, follow up, and identify improvements.
- Stay up-to-date on financial services industry trends and practices.
- Participate in outreach and represent the caisse in the community.
Skills
Education
Job description
Desjardins in Authier-Nord, Quebec, is seeking a personal finance advisor to build lasting relationships with members and clients, listening to needs and offering tailored advice to help meet their financial goals.
You will collaborate with partners to design integrated strategies, ensure prudent risk management, and stay current with industry trends, while contributing to outreach and caisse representation in the community.
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